Portfolio

Discussion of the performance and characteristics of my quality dividend model portfolio.
Apr
05
Q1 2024 quality dividend portfolio review: income growth

Q1 2024 quality dividend portfolio review: income growth

My model portfolio delivered dividend growth in Q1, but capital performance was held back by two big fallers.
7 min read
Mar
31
Mar '24 dividend portfolio update: 10 results + one new stock

Mar '24 dividend portfolio update: 10 results + one new stock

March was a busy month for results from my UK dividend share portfolio. I've also decided to replace one stock with a new purchase.
31 min read
Mar
03
Feb '24 portfolio update: steady progress | special dividend | problems

Feb '24 portfolio update: steady progress | special dividend | problems

Eight companies from my portfolio reported in February - I review the good, the bad and the ugly.
21 min read
Feb
04
Jan '24 dividend portfolio update: (mostly) good news

Jan '24 dividend portfolio update: (mostly) good news

Eight of the companies in my dividend portfolio issued updates in January. I review all of these, plus a ninth company that's causing concern.
24 min read
Jan
06
Quality dividend portfolio: 2023 review

Quality dividend portfolio: 2023 review

My model dividend portfolio delivered 5% dividend growth in 2023 and offers a forecast yield of 5.2% for the year ahead.
7 min read
Dec
30
Dec '23 dividend portfolio update: changing landscape + top ups

Dec '23 dividend portfolio update: changing landscape + top ups

Results from my dividend portfolio in December included a niche small cap with a 34-year dividend record and a tech-focused AIM stock whose dividend has risen for 20 years.
17 min read
Dec
02
Nov '23 dividend portfolio update: risks and opportunities

Nov '23 dividend portfolio update: risks and opportunities

Results from my dividend portfolio in November included FTSE 100 firm that issued a profit warning and another whose share price reached a new all-time high.
21 min read
Nov
04
October '23 dividend portfolio update: value on offer?

October '23 dividend portfolio update: value on offer?

October's results from my portfolio companies didn't flag up any new problems. I think there's plenty of value in UK dividend shares right now.
20 min read
Oct
07
Q3 2023 review: buying shares and looking ahead

Q3 2023 review: buying shares and looking ahead

The third quarter saw me add two new stocks to my quality dividend portfolio, which remains on track to deliver a 5.5% yield this year.
6 min read
Sep
30
Sept '23 dividend portfolio update: keep going

Sept '23 dividend portfolio update: keep going

External conditions are providing challenges for some of the companies in my dividend portfolio, but I'm reassured by most of these updates.
15 min read